Estate and Gift Tax Study Group
Members of the MSBA Section of Estates & Trusts are invited to attend monthly meetings of the Estate and Gift Tax Study Group. The Study Group generally meets on the third Thursday of each month.
| Contact: |
Locations: |
Brian R. Della Rocca, Esquire, Co-Chair
Della Rocca Law, LLC
600 Jefferson Plaza, Suite 402
Rockville, Maryland 20852
Telephone: 301-637-2889
Fax: 240-238-9881
brian@dellaroccalaw.com
Danielle M. Cruttenden, Esquire, Co-Chair
Merrill, Cruttenden & Collinson, P.A.
1410 Forest Drive, Suite 32
Annapolis, Maryland 21403
Telephone: 410-268-0006
Fax: 410-269-5126
danielle@merrillaw.com |
Ober Kaler
100 Light Street,
Baltimore, Maryland
Shulman Rogers
12505 Park Potomac Avenue
6th Floor
Potomac, Maryland |
2012-2013 Schedule |
Meeting Time: 11:45am - 1:00 pm |
| Date |
Speaker |
Topic |
| October 18, 2012 |
Michael DiMayo
Oxford Research Group |
Insurance Captives & Estate Planning |
| November 15, 2012 |
JoRhea Nagel Wright
Law Office of Charles T. Capute, LLC |
Estate Planning for Farming Clients |
| December 20, 2012 |
Michael Kitces
Pinnacle Advisory Group |
Estate & Income Tax Update |
| January 24, 2013 |
Ronald Stramberg, ASA & Douglas Braunstein
JD Klaus, Thomson & Schroeder, Inc. |
Valuation Issues in Estate Planning & Estate Tax |
| February 21, 2013 |
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| March 21, 2013 |
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| April 18, 2013 |
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| May 16, 2013 |
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| June 20, 2013 |
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If you are interested in joining the study group, please complete the statement and return to
Danielle M. Cruttenden, Esquire
Merrill, Cruttenden & Collinson, P.A.
1410 Forest Drive, Suite 32
Annapolis, MD 21403 |
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